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1
From the dashboard click on Farms
2
Find the farm you want to work with and click on it
SF Step 1.png
3
On the left click on Tax & Financial
4
Click Get Started
SF Step 3-4.png
5
Enter the Purchase Details and click Continue
Step 3.png
6
Enter the Loan Details and click Continue
Note: If you do not enter anything into the Loan Number field the mortgage you are creating will appear simply as “Mortgage” in the list. Entering a Loan Number will make this easily searchable. 
Step 4.png
7
Enter the Loan Structure information and click Save Mortgage
Step 4.1.png
8
The information entered will save with the farm and also be searchable within the Tax & Financial page
Last modified on May 22, 2026